Capital Markets Placement

Senior Financial Planning Analyst

Capital Markets Placement$85K — $102K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, business or related field required.
  • CPA license is strongly preferred.
  • Minimum of 4 years of experience in financial planning, analysis, and modeling.
  • Strong understanding of financial statements, valuation concepts, and forecasting methodologies.
  • Ability to influence through data and communicate financial insights to non-finance stakeholders.
  • Advanced Excel skills and experience with financial systems and ERP platforms.

Responsibilities

  • Assist with company valuation models and risk assessment activities.
  • Collaborate with business leaders to gather assumptions and ensure alignment with strategic objectives.
  • Lead annual budgeting, forecasting, and long-range planning cycles.
  • Develop and enhance integrated financial models for various financial statements and expenses.
  • Analyze and monitor return on key investments, providing insights and recommendations.
  • Build sensitivity analysis scenarios for strategic decision-making.
  • Create and monitor business performance metrics, including KPI tracking and trend analysis.

Benefits

  • Receive a competitive 401(k) match.
  • Empowered to build your career with tailored development paths.
  • Possibility for flexible work arrangements.
  • Engage in work that positively impacts communities.
  • Participate in a wellness program promoting balanced lifestyles.
  • Traditional benefits package including health care, vision, dental, and paid time off.
Full Job Description
Job Description

We are seeking an experienced FP&A professional to support enterprise-level financial analysis, modeling, and strategic planning activities. This role partners closely with finance leadership, accounting, and technical teams to drive informed decision-making, evaluate investments, and support the firm's long-term growth strategy. The ideal candidate will report directly to the Chief Financial Officer and will help develop and lead the financial planning and analysis function for a high-growth, industry-leading firm.

Responsibilities:
  • Assist with company valuation models and related risk assessment activities.
  • Collaborate with business leaders and cross-functional teams to gather assumptions, challenge inputs, and ensure alignment with growth and strategic objectives.
  • Provide leadership for annual budgeting, forecasting, and long-range planning cycles for the firm and key departments.
  • Develop, maintain, and enhance integrated financial models, including balance sheet, income statement, cash flow, and capital expenditure and operating expense modeling.
  • Analyze, model, and monitor return on key investments and capital purchases, providing insights and recommendations.
  • Build and evaluate sensitive analysis scenarios to support strategic, financial, and operational decision-making.
  • Create and monitor business performance metrics, including key performance indicator tracking, profitability analysis, and trend analysis.
  • Partner with the accounting team to support month-end, quarter-end, and year-end close processes.

Qualifications

You are passionate about:
  • Working collaboratively with others.
  • Having ownership in the work you do.
  • Using your talents to positively affect communities.

You bring to the team:

  • Bachelor's degree in finance, accounting, business, or a related field required.
  • CPA license is strongly preferred.
  • Minimum of 4 years of experience in financial planning, analysis, and modeling, with a strong understanding of financial statements, valuation concepts, and forecasting methodologies.
  • Ability to influence through data and clearly communicate financial insights to non-finance stakeholders.
  • Advanced Excel skills and experience working with financial systems and ERP platforms.

We are open to this role being located in Omaha, Lincoln, NE, Overland Park, KS or possible other locations.

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Additional Information

Olsson specializes in engineering and design, client advisory services, planning, field services, and environmental. Improving the world has been our mindset from the very beginning, back when Olsson first opened for business in 1956. And it will be our mindset for years to come.

As an Olsson employee, you will:
  • Receive a competitive 401(k) match
  • Be empowered to build your career with tailored development paths
  • Have the possibility for flexible work arrangements
  • Engage in work that has a positive impact on communities
  • Participate in a wellness program promoting balanced lifestyles

In addition, full-time employees will receive our traditional benefits package (health care, vision, dental, paid time off, etc.) and the opportunity to participate in a bonus system that rewards performance.

About Capital Markets Placement

Capital Markets Placement is a financial services company that provides debt and equity financing solutions to businesses. The company specializes in providing funding to small and medium-sized businesses that are looking to grow or expand their operations. Capital Markets Placement offers a range of financing options, including asset-based lending, bridge loans, mezzanine financing, and equity financing. The company has a team of experienced professionals who work closely with clients to understand their needs and provide customized financing solutions. Capital Markets Placement is committed to helping businesses achieve their goals and grow their operations.
Learn more about Capital Markets Placement
Size
50 employees
Industry
Founded
1997

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